-68.4%
FLNC vs HBM
+47.3%
-115.7%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +3.6% | +6.5% | +7.7% |
| 7D | -2.1% | -5.8% | +3.7% | +2.1% |
| 30D | -20.8% | -18.5% | -2.3% | -9.0% |
| 3M | -61.3% | -10.3% | -51.1% | -59.5% |
| 6M | -50.9% | +2.1% | -53.0% | -50.3% |
| YTD | -69.4% | +12.0% | -81.4% | -71.4% |
| 1Y | -68.4% | +49.8% | -118.2% | -78.8% |
| All | -68.4% | +47.3% | -115.7% | -78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HBM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling